Filed January 7, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,778 | $79,449-72.6% | $189,557-88.5% | $85,850-74.6% |
| Participation rate | 72.0% | 66.0%+6.0pp | 78.4%-6.4pp | 69.3%+2.7pp |
| Annual return | 15.73% | 18.45%-2.7pp | 64.17%-48.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,522 | $2,081-26.9% | $4,412-65.5% | $2,565-40.7% |
| Participant deferral / active EE | $2,800 | $4,051-30.9% | $6,174-54.6% | $3,952-29.1% |
| Admin fee / account holder | $5,439 | $5,377+1.2% | $9,807-44.5% | $6,260-13.1% |